Senior Financial Planning Administrator & Team-Leader

The Company: A well-established, independent whole of market financial planning practice looking to appoint an experienced Senior Financial Planning Administrator to their Sheffield office. Supporting a collaborative team of Advisers and Paraplanners, this is a varied opportunity suited to someone who enjoys being involved across the full financial planning process, covering pensions, investments, protection and estate planning whilst also taking ownership of the day-to-day administration function.

• Office Location: Sheffield
• Working Setup: Hybrid - up to 2-days WFH
• Hours: Full-time with flexible working hours available

Package: £33-35k base + full company benefits:

• Key Benefits: Up to 6% employer pension contributions, 4x Death in Service, professional exam support and annual salary reviews
• Holidays: 24-days + stats with the option to purchase additional annual leave
• Standard hours: Flexible working available

The Role: A varied Senior Financial Planning Administration/Office Management role providing administrative and operational support to a busy team of Financial Advisers and Paraplanners. Key accountabilities include:

• Process new business applications from submission through to completion
• Manage existing business transactions including withdrawals, contributions and fund switches
• Maintain accurate and up-to-date client records using Intelliflo (IO)
• Proactively manage ongoing cases and progress workflows efficiently
• Prepare documentation and information for annual client reviews
• Liaise with providers to obtain policy information and progress outstanding cases
• Support Financial Advisers and Paraplanners with administrative and client servicing requirements
• Handle inbound client and provider telephone enquiries
• Carry out general office administration to support the wider team
• Assist with compliance monitoring and regulatory documentation
• Ensure client records and documentation remain accurate and FCA compliant
• Build strong relationships with providers and internal stakeholders to ensure positive client outcomes

The Person: Previous experience working as a Senior Financial Planning Administrator and/or Office Manager within an independent financial planning or wealth management environment is essential, alongside strong working knowledge of Intelliflo (Intelligent Office/IO). The successful individual will be highly organised, proactive and comfortable managing multiple cases simultaneously whilst maintaining excellent attention to detail. This is an excellent opportunity for someone looking to join a supportive, whole of market financial planning business where they can continue developing their technical knowledge and play an important role within the wider team.

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.